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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

450 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+30
Holders Change %
+7.14%
% of All Funds
5.99%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.47%
New
74
Increased
170
Reduced
114
Closed
29
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$45.9M
2
Ameriprise
Ameriprise
Minnesota
+$41.2M
3
DWM
Dechtman Wealth Management
Colorado
+$20.7M
4
Bank of America
Bank of America
North Carolina
+$15.3M
5
WA
Waverly Advisors
Alabama
+$13M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$247M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$18.9M
4
EPP
ETF Portfolio Partners
Kansas
-$12.6M
5
SG Americas Securities
SG Americas Securities
New York
-$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
351
M3 Advisory Group
Massachusetts
$243K -$4.37K -35 -2%
SEIA
352
Signature Estate & Investment Advisors
California
$240K +$240K +1,925 New
AF
353
Apollon Financial
South Carolina
$240K – – –
TIAA Trust, National Association
354
TIAA Trust, National Association
North Carolina
$239K +$41.8K +335 +21%
QCG
355
Quadrant Capital Group
Ohio
$236K – – –
SWM
356
Spire Wealth Management
Virginia
$235K – – –
EFS
357
Essex Financial Services
Connecticut
$230K +$230K +1,845 New
TNB
358
Thomasville National Bank
Georgia
$227K – – –
WS
359
Wedbush Securities
California
$227K +$25K +200 +12%
KWS
360
Keystone Wealth Services
California
$226K +$250 +2 +0.1%
FSA
361
Fort Sheridan Advisors
Illinois
$222K +$222K +1,775 New
WA
362
WPG Advisers
Maryland
$219K +$219K +1,752 New
LFG
363
Lockerman Financial Group
California
$218K +$218K +1,748 New
VCP
364
Verus Capital Partners
Arizona
$215K +$1.25K +10 +0.6%
TC
365
TownSquare Capital
Utah
$214K +$214K +1,711 New
RWA
366
Redhawk Wealth Advisors
Minnesota
$212K -$24.7M -197,509 -99%
AWM
367
Apollon Wealth Management
South Carolina
$211K +$211K +1,686 New
CM
368
Cornerstone Management
Georgia
$209K – – –
OCM
369
One Capital Management
California
$205K – – –
BWM
370
Brown Wealth Management
Illinois
$202K +$202K +1,615 New
HNB
371
Huntington National Bank
Ohio
$179K -$215K – –
SS
372
SBI Securities
Japan
$178K +$178K +1,426 New
CFP
373
Comprehensive Financial Planning
Pennsylvania
$168K +$168K +1,346 New
GWM
374
Geneos Wealth Management
Colorado
$163K +$64.2K +514 +65%
CW
375
Curio Wealth
Maryland
$159K +$159K +1,269 New
13 14
15
16 17